From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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Oracle and Broadcom worries hit tech stocks. Jose Rasco, Chief Investment Officer at HSBC Global Private Banking and Wealth Management, breaks down the week’s wild market action. BTIG’s Robert Drbul gives his top consumer picks—and catalysts—for 2026. Growing speculation around a potential SpaceX IPO with Daniel Hanson of Neuberger Berman. Netskope CEO Sanjay Beri talks the company’s first earnings report as a public company. Wells Fargo analyst Jason Kupferberg on the fintech setup heading into...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Heath Terry, Citi’s Global Head of Technology and Communications Research, breaks down the latest OpenAI announcement and what it means for the AI landscape in 2026. Earnings from Broadcom, Costco, Lululemon and RH set the tone for the afternoon. Market gut check with Stephanie Guild, Chief Investment Officer at Robinhood. Christopher Rolland of Susquehanna analyzes Broadcom’s results. Diana Olick reports on U.S. home prices turning negative and Deepak Puri, Chief Investment Officer at Deutsche ...
Morgan Brennan sits down with Will Marshall, Planet Labs CEO, on the latest episode of Manifest Space. They discuss how the company is using AI in its satellite imagery to help countries quickly identify the location of security and economic threats around the world. Plus, the natural advantages for data centers in space—and how Planet Labs how to capitalize on the opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ...
What could be next for this record setting rally? Fundstrat’s Tom Lee reveals his 2026 outlook. Plus, we discuss what could be in store for the AI trade in the new year with Deepwater Asset Management’s Gene Munster. And, one of the standout stories of the markets in 2025 is the participation of the retail investor – even bigger than we may have thought, according to some new data. Kristina Partsinevelos breaks down the numbers and what it means to the market. Hosted by Simplecast, an AdsWizz co...
David Zervos of Jefferies shares his take on what the Fed’s move means for markets and the economy. Earnings from Oracle, Adobe and Synopsys, with Rishi Jaluria of RBC Capital Markets breaking down Oracle’s results and Sassine Ghazi, Chief Executive Officer of Synopsys, discussing the company’s outlook. Brian Moynihan, Chief Executive Officer of Bank of America, weighs in on the broader Fed and economic backdrop. Barbara Doran of BD8 Capital and Brent Schutte, Chief Investment Officer of Northwe...
Fed Chair Powell followed the committee’s decision to cut interest rates by 25 basis points, while signaling a higher bar for the next cut. DoubleLine Capital’s Jeffrey Gundlach joins Scott Wapner with his first take on the decision, Powell’s news conference and his own market forecast. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Steve Sosnick, Chief Strategist at Interactive Brokers, and Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, break down cross-asset signals and rate expectations. Earnings include AeroVironment and key retail and consumer names including Casey’s General Stores, GameStop, Dave & Buster’s and Cracker Barrel. Patrick Moorhead, Chief Analyst at Moor Insights, dives into Nvidia and the AI trade. Ben Silverman, Chairman and Co-CEO of Propagate Content, unpacks the Warner Bros...
Trivariate’s Adam Parker, Aureus Asset Management’s Kari Firestone and JP Morgan’s Stephanie Aliaga tell us where they think stocks will go from here. Plus, Ashley MacNeill tells us how she is playing the software space in the new year. And, we break down the big move in Boeing’s stock today – following some critical data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Today's episode analyzes market performance, including sector movers and the 2026 outlook with expected Fed rate cuts. It delves into the media M&A tensions between Paramount and Netflix over Warner Bros. Discovery, examining regulatory concerns and industry impacts. Additionally, the episode explores Apple's AI advancements, leadership changes, and monetization strategies, alongside the competitive landscape of enterprise AI with AWS and Accenture. Finally, it addresses China's growing prowess in AI hardware and the geopolitical implications of U.S. chip export policies, specifically regarding NVIDIA.
The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock’s Rick Rieder weighs in on the market, rates and the Fed’s next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...
New economic data after the government shutdown and what it means for the Fed. Diane Swonk, Chief Economist at KPMG, breaks it down. RTX CEO Chris Calio joins for a wide-ranging conversation from Reagan National Defense Forum, the biggest defense conference of the year. Other exclusive interviews from RNDF with L3Harris CEO Chris Kubasik and Booz Allen CEO Horacio Rozanski. We track the latest on a potential Netflix–Warner Bros. deal, check in on market signals with Mike Santoli. Samsara CEO San...
Can stocks stage an end of year run? We discuss with The Wharton School’s Jeremy Siegel, Requisite Capital’s Bryn Talkington and Neuberger Berman’s Shannon Saccocia. Plus, we hear from Alex Lasry – the CEO of the New York, New Jersey host committee – with what the World Cup in the U.S. could mean for fans, businesses and more. And, Alger’s Ankur Crawford brings us her top stock picks for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...
Investors weigh bonds, jobless claims, and rising economic concerns with Jim Paulsen of Paulsen Perspectives and Charles Bobrinskoy, Vice Chairman at Ariel Investments. Earnings from Hewlett Packard Enterprise, Rubrik, Ulta Beauty, and SentinelOne help shape the afternoon narrative. Mike Proulx of Forrester and Lloyd Walmsley of Mizuho analyze Meta’s reported pullback in metaverse spending and its implications for the tech landscape. We also hear from Rubrik CEO Bipul Sinha on results, dig into ...
We discuss the big battle of the AI devices and the big tech players in that fight with our own Steve Kovach and Big Technology’s Alex Kantrotwitz. Plus, Solus’ Dan Greenhaus, iCapital’s Sonali Basak and Invesco’s Brian Levitt debate the state of the market as we near the end of the year. And, Mohamed El-Erian from Allianz tells us which potential Fed chair would be best for the equity market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...
Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup’s big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense. Hosted by Simplecast, a...
A big day of tech earnings, including results from Salesforce, Snowflake, C3.AI and UiPath. BD8 Capital’s Barbara Doran and Charles Schwab’s Kevin Gordon break down the market action and react to the key earnings. C3.AI CEO Stephen Ehikian joins to break down the company’s quarter and broader trends in the industry. UiPath CEO Daniel Dines talks enterprise spending levels after his company’s earnings. Fortune Brands CEO Nicholas Fink on the health of the consumer and where they are spending in t...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Michael Dell joins from the White House first on CNBC after pledging over $6B to partially fund investment accounts for 25 million American children. He also discusses the broader AI trade and demand. Argent Capital’s Jed Ellerbroek and Innovator ETFs Tim Urbanowicz break down today’s market action. Pure Storage CEO Charles Giancarlo joins after earnings—the stock fell in Overtime but he makes the case for strong demand. Jefferies analyst Sheila Kahyaoglu on Boeing best day since April and if th...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Stocks, crypto fall to start December as the risk-off trade continues. HSBC’s Max Kettner breaks down the market action. T. Rowe Price’s Tony Wang talks top tech stocks on the three-year anniversary of the AI bull market. Black Friday winners and losers with Goldman Sachs’ Kate McShane. New MongoDB CEO CJ Desai on the company’s latest quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
This episode of Closing Bell Overtime dives into today's market movements, fueled by increasing hopes for a December Fed rate cut. Experts discuss mixed economic data, strong retail earnings from companies like Urban Outfitters and Kohl's, and the shifting landscape of the AI trade, with NVIDIA facing competition and Alphabet gaining. Discussions also cover the bond market, consumer confidence, and the government's role in the AI bull market, providing a comprehensive outlook on the economy and investment strategies for 2026.
Reports that Kevin Hassett is the front-runner to be the next Fed chair sent stocks higher today. We discuss that big move with our market panel – Trivariate’s Adam Parker, PNC’s Yung-Yu Ma and Requisite Capital’s Bryn Talkington. Plus, Former Dallas Fed president Richard Fisher gives us his prediction for what the Fed’s next move will be. And, we break down all the key figures to watch from HP and Dell when they report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com f...
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
